This job is with WTW, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
Description
Clients :
1. Relationship Management
2. Maintain TAT for all assignments
3. Maintain healthy relationship with insurance companies and TPA
4. Ensure Proper and Systematic documentation (folder management)
5. Claims Management (GPA and GTL claims Tracker, GMC Outstanding claims tracker)
- 100% adherence to the service design for clients as per the service design identified as below : -.
- Renewal activity (Intimation+calendar, Plan design + QCR etc., policy placement
- Monthly activity report to clients + Claims MIS + Claims UR + Health & Wellness letters + HR Connect
- Maintaining strong vendor relationships - Client, Insurer & TPA
- Client meetings with MOM being mandatory, (Monthly meetings compulsory for all clients with revenue above Rs 3 Lacs & for other clients quarterly ones)
- Minimize client escalations to be received - Maximum 3 per year
- Client Records Management (Premium register, Data recon, CD statement etc.)
- Monitoring claims TAT as per laid out standards (3% above 25 days)
- Communication Initiatives (Benefits Manual, Mail communication to the client, TPA & Insurer on the renewal is mandatory including orientation sessions
- Execute wellness program for clients as per laid out standards i.e. Wellness calendar-Health talks & Camps-(For all clients above Rs 3 lacs revenue)
Financials / Business KPIs
Retention Revenue Target as fixed by business - Cross Sell (10% of overall current revenue) | Retain 100% of clients by revenue managed including cross sell revenues | Retain 95% of overall revenue to be maintainedNo. of accounts handled and how to improve the number or efficiencyOverall revenue book managed from last year and enhancement - Upsell (enhancement of programme / limits etc.) | Generate cross sell revenue from existing EB clientsSAIBA Booking within timeframeUploading of document in SAIBAUpdating D365 client informationOperational Excellence and Innovation
Focus on ways to improve operational excellence and bring in efficiencyWork with Client Mgmt. team towards smooth transition of new accountsEnsure business is fully compliant with all the regulations and all mandatory trainings, broker manual, SPOE etc. for self and team membersInnovative Client Retention StrategiesInnovate New products, Expertise, Capability, InfluenceCross Selling StrategiesBQP Qualification for client facing colleaguesNil Exposure to E&O, Legal / Compliance MattersAct all times with integrity and keep company reputation unblemished, Excellence, People, IntegrityQualifications
MBA / Bachelor’s degree or equivalent work experience in related fieldShould have 7+ yrs of experience with Min 3 years of client facing experience, specially medical insurance.Experience in Insurance broking preferred, experience in brokers, Insurance Co. Demonstrated experience within B2B environment Proven track record of meeting and exceeding targets.Excellent verbal and written communication skills, including facilitation of group presentationsProficiency in Microsoft Office applications, including Outlook, Word, Excel, PowerPoint and Access and industry-specific analysis software.Basic understanding of the insurance industry, with the ability to become a subject matter expert on the job.Innovation and problem-solving skills that include the ability to develop and propose equipment based solutions for clients]]>